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15:00Oct 221 Story
08:00-14:00Oct 212 Stories
Ciena (CIEN) Has $8.5 Billion in Backlog, but Can It Justify Its Premium?
Ciena (NYSE:CIEN) took in $1.67 billion in its latest fiscal quarter, 37% more than a year earlier. Over the past five years, though, its sales grew only about 6.2% a year, and its earnings per share shrank about 18% a year. That gap is the question hanging over the stock. Network equipment makers have ridden […]
CIEN Wins Space Norway Cable Deal: Can Subsea Networking Drive Growth?
Ciena secures a Space Norway contract to modernize Arctic subsea cables and deploy advanced networking technology, boosting capacity and connectivity.
13:00-21:00Oct 202 Stories
Did Analyst Upgrade Just Shift Ciena (CIEN) Investment Narrative?
Ciena appointed Monika Fahlbusch as Executive Vice President and Chief People Officer on 12 October 2026, tasking her with leading the global People & Culture organization and using AI, data, and automation to evolve the group’s people strategy. The combination of Fahlbusch’s background integrating AI into workforce decisions and Ciena’s focus on optical networking for AI infrastructure ties talent management directly to the company’s operational capacity and execution on long term...
Ciena (CIEN): Is the AI-Optical Boom Enough to Carry It Into the S&P 500?
Ciena Corporation (NYSE:CIEN) makes the optical networking gear that carries data across the internet’s backbone and between data centers, the physical plumbing behind the AI boom. With a market cap of roughly $48.5 billion, it is one of the best-qualified names on our list of 9 New Contenders for the S&P 500 Index. Unlike most contenders […]
07:00Oct 201 Story
09:00Oct 191 Story
07:00-11:00Oct 152 Stories
Ciena: A Cyclical Business Priced Like A Compounder
Ciena Corporation is rated Sell due to overvaluation and cyclical risk, despite strong recent performance and AI-driven demand. Click for my CIEN stock update.
Ciena Suffers From AI Diversification Success, Growth Mostly Priced-In
Ciena (CIEN) AI-driven optical networking outlook: $10B backlog, 30% 3Y CAGR guidance, FCF targets, plus valuation and risk checkâread now.
05:00Oct 141 Story
13:00-19:00Oct 132 Stories
BofA sets massive $10 billion Ciena backlog target
Cloud demand is outpacing component supply, with BofA projecting 35%-40% revenue growth in 2026.
Ciena's revenue could grow up to 40% as AI demand outstrips supply, says Bank of America
Bank of America expects Ciena Corporation (NYSE:CIEN), the optical networking equipment maker, to deliver revenue growth of 35% to 40% in the calendar year 2026 as demand for artificial intelligence infrastructure outstrips available supply. The bank maintains a 'buy' rating on the shares...
04:00-09:00Oct 132 Stories
Ciena (NYSE:CIEN): High Growth and Improving Fundamentals
Ciena fits Navellier's Little Book screen with strong earnings revisions, sales growth, and cash flow, though valuation and margin risks linger.
Ciena: Getting More Interesting, But Still A Bit Expensive
Ciena Corporation's Q3 revenue surged 37% as AI data center demand lifts margins. check out why CIEN stock is a hold.
05:00Oct 51 Story
08:00Oct 22 Stories
Wall Street Analysts Think Ciena (CIEN) Could Surge 36.82%: Read This Before Placing a Bet
The average of price targets set by Wall Street analysts indicates a potential upside of 36.8% in Ciena (CIEN). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.
AI Agents Are Changing The Hardware Mix; Networking Wins
04:00-21:00Sep 302 Stories
02:00Sep 301 Story
09:00-11:00Sep 282 Stories
Is Ciena Stock Outperforming the Nasdaq?
Ciena has notably outperformed the Nasdaq over the past year, and analysts are highly optimistic about the stock’s prospects.
Ciena's Optical Tech Gets a Boost From CtrlS Deployment
CIEN is helping CtrlS build five metro networks across India, linking nine data centers with up to 100 Tb/s of capacity for AI-scale connectivity.
07:00Sep 281 Story
03:00Sep 271 Story
14:00Sep 261 Story
08:00Sep 233 Stories
Ciena Stock Jumps Following Evercore ISI Upgrade to Outperform
Key Stats for Ciena StockPrice change for Ciena stock in last 1 year: 164%$CIEN Stock Price as of Sep. 22: $36952-Week High: $638$CIEN Stock Price Target: $517What Happened?Ciena (CIEN) stock got a big vote of confidence on Monday after Evercore ISI upgraded the company to Outperform and raised its price target sharply, from $375 to $550.
Buy 3 Top-Ranked AI-Led Stocks at Deep Discount to Maximize Your Gains
AI infrastructure stocks AMKR, CIEN and TTMI have rallied over 30% in 2026 yet trade more than 30% below 52-week highs.
09:00Sep 221 Story
10:00Sep 201 Story
07:00-19:00Sep 182 Stories
Ciena Targets $14B Revenue by 2029 as Optical Demand Outruns Supply
Ciena (NYSE:CIEN) outlined financial objectives through fiscal 2029, including a target of approximately $14 billion in revenue, gross margins of about 50%, and operating margins of 32% to 35%, as the company expects demand for optical systems and interconnect products to continue outpacing industry
Ciena’s 2029 Outlook Draws Positive Analyst Reactions
Ciena 2029 Outlook targets 30% revenue CAGR, higher margins and stronger cash flow as Wall Street updates price targets.
11:00-15:00Sep 173 Stories
Ciena Stock Rises as These Numbers Leave Wall Street Pleasantly Surprised
It’s been a difficult week for the performance of shares of optical networking companies as existential artificial-intelligence fears hit the stock market. Ciena stock rose 3% to $350.85 on Thursday. Ciena was at least partially responsible for the stock performances on Thursday as the company’s financial guidance pointed to little to no slowdown in AI demand for networking products.
CIEN Draws Slew Of Target Hikes Post Financial Targets Forecast – Stock's 10% Surge Takes It Near 200-DMA
The company had announced its three-year financial targets at its Investor Forum on Wednesday, including around 30% revenue growth from fiscal 2026 through fiscal 2029.
08:00Sep 101 Story
17:00-21:00Sep 92 Stories
How Far Can Arista Networks Stock Move On You In A Year?
Arista Networks (ANET) trades near $195, and its option chain prices a range for the coming twelve months running from a floor near $112.90 to a ceiling of $336.68. That spread is wide enough to change what a sensible position looks like. The options market is pricing this move at almost exactly what the stock has already delivered, 0.98 times realized volatility, hardly the calmer outcome the wide band might suggest.
Ciena (CIEN) Q3 2026 Earnings Call Transcript
AI-driven network demand propels record revenue and backlog growth.
06:00-13:00Sep 92 Stories
Looking for a Growth Stock? 3 Reasons Why Ciena (CIEN) is a Solid Choice
Ciena (CIEN) could produce exceptional returns because of its solid growth attributes.
Here’s How Much You Would Have Made Owning Ciena Stock In The Last 15 Years
Ciena (NYSE:CIEN) has outperformed the market over the past 15 years by 10.87% on an annualized basis producing an average annual return of 23.91%. Currently, Ciena has a market capitalization of $48.17 billion. Buying
10:00-12:00Sep 42 Stories
Ciena Q3 Earnings Call Flags Supply as Key Constraint on 2027 Growth
CIEN sees at least 30% fiscal 2027 revenue growth as backlog heads above $10B, but component supply remains the key constraint on converting demand.
Ciena Outlines Strong 2027 Outlook: What's Fueling the Momentum?
CIEN's AI-driven optical demand, record backlog and supply agreements underpin strong growth through fiscal 2027.
01:00-06:00Sep 42 Stories
US Stock Market Today: S&P 500 Futures Edge Higher As Yields Ease Before Jobs
The Morning Bull - US Market Morning Update Friday, Sep, 4 2026 US stock futures are slightly higher this morning, with key contracts on the S&P 500 and Nasdaq 100 up around 0.1% to 0.2%, as investors balance easing bond pressure with mixed global growth signals. The US 10 year Treasury yield has slipped back toward 4.78%, which means borrowing costs for mortgages, credit cards and companies are a bit less intense than earlier in the week. At the same time, business activity surveys show...
Ciena (CIEN) Stock Gets Fair Value Trim As Analysts Weigh AI Demand And Supply Limits
Ciena’s updated analyst model now reflects a fair value move from US$565.71 to US$551.86, signalling a modest reset of price expectations. This shift comes as recent research highlights a wide spread of views on where the stock should trade, even with many analysts pointing to strong AI and data center demand, solid order backlog, and ongoing supply constraints that influence reported results. Read on to see how these changing assumptions feed into the evolving narrative around Ciena and what...
17:00-19:00Sep 32 Stories
Ciena (CIEN) Lifts Guidance As Its Rich Valuation Faces A Reality Check
Ciena (CIEN) is back in focus after issuing fresh guidance that pegs fourth quarter 2026 revenue at about US$1.75b, with a margin of plus or minus US$50m, alongside higher full year revenue expectations. Ciena’s latest guidance comes after a sharp pullback, with the share price falling 10.36% in the last day and 34.97% over 90 days, even though the year to date share price return is 29.02% and the 1 year total shareholder return is 171.52%. Recent record fiscal Q3 2026 results, raised full...
Ciena Corp (CIEN) (Q3 2026) Earnings Call Highlights: Record Revenue and Backlog Surge on ...
Ciena Corp (CIEN) posts record Q3 results with revenue up 37% and backlog swelling to $8.5 billion, while issuing a bullish fiscal 2027 outlook of at least 30% growth.
15:00Sep 32 Stories
HPE Cannot Build AI Servers Fast Enough. Is the Stock Still Cheap?
HPE has more than doubled this year on an AI server backlog that management says demand is outpacing by multiples, yet the stock still trades at a low-teens forward multiple. Here is whether that gap is an opportunity or a warning sign.
Thursday's session: top gainers and losers in the S&P500 index
Stay updated with the movement of S&P500 stocks in today's session. Discover which S&P500 stocks are making waves on Thursday.
13:00-15:00Sep 35 Stories
Why Ciena Stock Just Crashed
Priced at a staggering 120 times earnings, is Ciena stock worth the risk?
Should You Bet on GLW Stock Amid Rising Earnings Estimate Revisions?
Corning's rising earnings estimates and AI-driven optical demand fuel growth, but smartphone weakness, customer concentration and tariffs pose risks.
Ciena Tumbles 10% as In-Line Guidance Overshadows Earnings Beat, Arista Edges Higher
Ciena just posted a record quarter with earnings well above estimates, yet its stock cratered 10% while networking peers Arista and Cisco held firm or climbed. The divergence points to a specific pressure point that separates Ciena's story from the broader AI networking boom.
11:00Sep 32 Stories
Ciena Q3 Earnings Call Highlights
Ciena (NYSE:CIEN) reported record fiscal third-quarter 2026 results, with revenue, operating margin and adjusted earnings per share reaching new highs as demand for optical networking equipment accelerated across data-center and wide-area network applications. Revenue for the quarter was $1.67 bill
Stock Market Today: Dow Leads Charge As Fed's Waller Signals This; Ciena Drops (Live Coverage)
Stock Market Today: The Dow Jones index rises Thursday as Treasury yields fall. Nvidia stock rallies on its Hugging Face deal.
10:00Sep 34 Stories
Which S&P500 stocks are gapping on Thursday?
Looking for the S&P500 stocks that are experiencing notable gaps on Thursday? Find out which stocks are gapping up and gapping down in the S&P500 index during today's session.
Ciena Earnings Beat. Why This AI Data Center Play Is Falling.
The fiber optic gear maker's fiscal Q3 earnings boomed 215%. Revenue and sales guidance slightly topped. Shares fell.
CIEN Q3 Earnings Beat on AI-Led Cloud Demand, Top Line Climbs 37% Y/Y
Ciena's fiscal Q3 2026 earnings jumped 215% as AI-driven cloud demand powered a record quarter, optical momentum and a higher 2026 revenue outlook.